Anxiety about turning DC plan assets into a “lifetime retirement paycheck” in such a low-rate environment is keeping aging Americans in the workforce—including many who very likely have...
“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances...
Sales of fixed annuities increased 38% during the first quarter of 2019 relative to the same period last year, according to the LIMRA Secure Retirement Institute.
In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers.
Speaking about RESA, J. Mark Iwry, nonresident senior fellow - Economic Studies at the Brookings Institution, said during an event, “If the legislation cannot be changed, maybe regulations...
The retirement planning challenges facing workers today are by no means new or novel, nor are the many different types of solutions being debated by academics and policymakers.
In order to boost Americans’ retirement outlook, there are a number of practical things that retirement plan advisers and sponsors can do, Jamie Ohl, president of the retirement...
The standard-setting and regulatory support organization governed by the chief insurance regulators of all 50 states set today as a deadline for industry comments on the latest draft...
This year, the Practice Development column in PLANADVISER print explored various ways retirement plan advisers can expand their practices beyond 401(k)s, with the goals of adding new revenue...
DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.
According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and...
The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for...
The proposal is intended to help investors better understand these contracts' features, fees and risks, and to more easily find the information needed to make an informed investment decision.